Application Forms

AmInvest’s application forms are for Institutional Unit Trust Advisers (IUTAs)/fund distributors only. For Retail Investors, the hard copy of our application forms can be obtained at our Head Office and our distributors.

IUTAs

Suitability Assessment Form

FEA Form for Corporate Investors

FEA Form for Individual Investors

Account Opening Form (Individual Investors)

Account Opening Form (Corporate Investors)

Account Opening Form (PRS Investors)

Transaction Form

Transaction Form (PRS Investor)

Transfer Form

Specimen Signature Form

Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Self-Certification By Entity

Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Self-Certification By Individual

Note: The forms above are only to be used by all licensed IUTAs except for AmBank.